Tina Jerzyk - Ariba March 2016 SCC P2P – C OLLABORATION M ADE E ASY C ONTRACT M ANAGEMENT TRAINING

C REATE A C ONTRACT W ORKSPACE Module 1 2

W HERE C ONTRACTS F ITS I NTO THE P ROCESS Source (Sourcing Pro or Contract Workspace) Contract Catalog Contract Terms Req to PO InvoicePay Contracts Connection Items Price Volume discounts Limits Total spend ordered, invoiced and paid against contract Transactions

C ONTRACT P ROCESS Create a Contract Workspace Execute Contract Tasks Complete contract tasks as instructed Route contract documents for review and approval Publish contract workspace once all required tasks are completed Build a new contract workspace by providing header information and specifying contract details Amend Contract, as needed Make post-publish changes to the contract workspace and/or the contract documents

C REATE A C ONTRACT W ORKSPACE FROM S OURCING / P ROCUREMENT W ORKSPACE From a Procurement Workspace or Sourcing Project, click the Documents tab. Click Actions and select Create > Contract.

C REATE A S TAND -A LONE C ONTRACT W ORKSPACE Option 1 – In the Common Actions portlet, click Contract Workspace (Procurement) under Create. Option 2 – From the Contracts dashboard, click the Create menu, and then select Contract Workspace (Procurement).

C REATE C ONTRACT W ORKSPACE – H EADER D ATA Enter a Name in the following format: Supplier Commodity Year of Execution (Ex: SHI Computer Peripherals 2016) Test Project: Select No. Centralized / Decentralized: Select your contracting area. Hierarchical Type: Select Master Agreement. Term Type: Select Fixed or Perpetual (evergreen). Do not select Auto Renew. Supplier / Contractor: Select the supplier or contractor for this contract. Contract Start Date and Contract Expiration Date: Select the start and end dates. Enter a Description.

C REATE C ONTRACT W ORKSPACE – H EADER D ATA Enter the Contract Amount. Select the Catalog Type. The majority will be CIF Supplier, not punchout. Commodity / Service: Select the UNSPSC code. Originating Department: For centralized, select Procurement. For decentralized, select the department requesting the contract. Contract Type: Select the appropriate type. Authorized Users: Select the departments who can use the contract. Contract Signature Authority: Select who has signing authority for the contract (per Chapter 5.3). Non-Competitive Procurement: Select Yes or No. If you created this project from a sourcing project or procurement workspace, the Predecessor Project field will show that project.

T EMPLATE S ELECTION Select the appropriate template. Template options will depend on the Contract Type entered. Answer the template question. Select DocuSign to route the signatures electronically. Select Non-DocuSign if signatures will be obtained outside DocuSign. Note: DocuSign is the County’s preferred option.

C ONTRACT W ORKSPACE The created Contract Workspace.

S YSTEM D EMONSTRATION In this demonstration, you will see how to 1. Create a Contract Workspace URL–

L AB A CTIVITY Objective: Create a Contract Workspace Length: 25 minutes Refer to the Student Activity Guide for instructions